Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,753 | $104,953-51.6% | $84,637-40.0% | $152,909-66.8% |
| Participation rate | 70.8% | 74.8%-4.0pp | 68.2%+2.6pp | 82.5%-11.6pp |
| Annual return | 21.50% | 373.94%-352.4pp | 258.82%-237.3pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,444 | $3,304-56.3% | $2,653-45.6% | $4,764-69.7% |
| Participant deferral / active EE | $2,911 | $4,691-37.9% | $3,900-25.4% | $5,851-50.2% |
| Admin fee / account holder | $199 | $6,244-96.8% | $4,914-96.0% | $11,601-98.3% |